Hello Pezz, European Theater of Operation, Report:
I continued to liquidate, looting across geographies, and then running into the shadows, following the rising of the sun. Off-loaded burdens:
(a) BG Group finance.yahoo.com @ GBP 4.12, bought here
Message 20238938 [June 21st, 2004 ... Bought a tranche of BG Group ... at GBP 3.545/shr]
... thus recording a 16% gain plus currency win;
(b) Areva finance.yahoo.com @ Euro 325, left over from this trade
Message 20575176 [September 27th, 2004 ... at Euro 270]
... booking a gain of 20% plus currency gain of whatever
(c) Maurel et Prom finance.yahoo.com @ Euro 16.6, purchased here on Anton's advice at
Message 20531726 [September 16th, 2004 ... at Euro]
... (11.56/share) 10:1 reverse split adjusted, booking a gain of 44% plus currency take.
(d) Decided not to raid my S.Africa AFLEASE investing.reuters.co.uk , bought here ...
Message 21052469
[February 16th, 2005 ... I bought two tranches of AFLEASE ... at ZAR 3.85]
... now valued at ZAR 4.50, since its gold and uranium are priced in USD terms, its cost is accounted for in ZAR maner, and I expect physical gold to hold reasonable value, uranium to stay high, ZAR to weaken,and USD to rise.
(e) I am waiting for the sun to rise where you are, so as to continue the ferocious liquidation looting, and asymptotically reach for net zero equity as much as possible, by selling down the longs and adding to the shorts.
Chugs, Jay |
